Brothers, we need to prepare in advance for the potential market trend that may come in late September. If there is really a trend, we need to have some direction in selecting the track and not just pick blindly. According to recent market data, the overall market is neutral to bullish under the Federal Reserve's policy expectations, with leading assets like ETH being stable, while small coins have large fluctuations. Everyone should pay more attention to on-chain and TVL changes.
In the public chain sector, $ETH is still the most stable core, showing stronger trends than a lot of altcoins, and choosing it is basically foolproof. Institutional reports indicate that ETH has seen significant inflows recently, with a TVL exceeding 1 trillion dollars and prices stabilizing above 4100 dollars, showing a strong breakout trend. For the RWA sector, I lean towards $LINK . Not only is it showing stable trends, but it also supports important infrastructure in the RWA and stablecoin sectors. As a leading oracle, the data feeding ecosystem is active, with prices around 25 dollars showing a slight increase of 1.5%. Coupled with staking rewards and community buyback mechanisms, the logic is particularly solid.
AAVE and UNI in DeFi are still the blue chips, their strength is evident, no further explanation needed. AAVE's TVL exceeds 10 billion dollars, and the lending protocol is stable. UNI, as the soul of DEX, has active proposals, and institutions are accumulating around the price of 11 dollars, predicting it could reach 26 dollars by the end of the year. Regarding the stablecoin narrative, I’m more focused on XPLA and ENA, especially the XPLA public chain, which has recently adjusted quite a bit, and the current position is suitable for entry as its ecosystem is expanding. ENA, as the governance token of Ethena, has seen its TVL surge to 9.1 billion dollars, a growth of 68%, and the USDe stablecoin narrative is hot, favored by institutions.
In the AI sector, we haven't yet identified a true leader. In the short term, I’m watching Sahara AI to see how it performs; it has some innovation in the integration of DeFi and AI. The trend report mentions it as a hot topic in 2025, but we have to wait for news from the mainnet and partners. The meme coin space is still quite chaotic and hasn't formed any consensus; PEPE is still in the accumulation stage. I’m more optimistic about $PENGU , which has the potential to take over from PEPE. It’s currently the largest IP in the crypto space, with an active community, and it is predicted to have 100x potential, but the risk is high.
In terms of new narratives, ZORA has broken through its previous downward trend, and it might start the next wave of market movements. As an NFT and creator platform, its ecosystem is recovering. PENDLE is attracting attention through new products and TVL growth, after all, its TVL has already surpassed 8.2 billion dollars, growing 56%. The price has seen a small pump after USDe cooperation, showing solid strength.
Overall, there are many good targets in the market right now, and playing with small coins is not very attractive. The main force is hard to focus on small coins for a long time; small coins often experience a quick pump followed by a dump to find liquidity, which is high risk and unstable. Rather than betting on small coins, it’s better to trade on the right side along with the trend, capturing those core assets that can maintain attention over time. Do you think there will be a market trend in September?
